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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
Open Charts JVMIX vs TRMIX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
T. Rowe Price Mid-Cap Value I
Price$34.15
Change+$0.99 (+2.99%)
VolumeN/A
Net Assets14.74B
JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMIX is a Buy and TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TRMIX (14.7B). TRMIX pays higher dividends than JVMIX: TRMIX (1.43) vs JVMIX (0.72). JVMIX was incepted earlier than TRMIX: JVMIX (29 years) vs TRMIX (10 years). JVMIX (0.86) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than TRMIX: JVMIX (250000) vs TRMIX (500000). TRMIX annual gain was more profitable for investors over the last year : 5.81 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. TRMIX (16.76).
| JVMIX | TRMIX | JVMIX / TRMIX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 5.206 | 6.486 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 14.7B | 168% |
| Annual Yield % from dividends | 0.72 | 1.43 | 51% |
| Returns for 1 year | 4.96 | 5.81 | 85% |
| Returns for 3 years | 11.72 | 12.59 | 93% |
| Returns for 5 years | 23.04 | 16.76 | 137% |
| Returns for 10 years | 78.79 | 60.13 | 131% |
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